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515 N. State St. Suite 1770, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED_RES | 2022-08-10 |
| CA | RA | APPROVED | 2022-01-26 |
Branch Locations
520 Newport Center Dr Suite 100, Newport Beach, CA 92660 • United States
515 N. State St. Suite 1770, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Irvine | CA | 04/2005 | 01/2021 |
| Goldman Sachs & Co. Llc | Irvine | CA | 01/2021 | 01/2022 |
| Mercer Allied Company, L.P. | Irvine | CA | 10/2005 | 01/2021 |
| Goldman Sachs Ayco Personal Financial Management | Irvine | CA | 01/2006 | 01/2022 |
| Aaron Wealth Advisors | Chicago | IL | 01/2022 | Present |
(1) Board Member at Ukrainian Museum-Archive Inc., a cultural museum. 1202 Kenilworth Ave Cleveland, OH 44113 Cleveland, Non - investment-related . Start Date is July 1, 2021. 4 hours per month. Duties include serving as a member of the advisory board. (2)1/14/2006 CA Insurance License #0F04677, Independent Licensed Insurance Agent; Investment Related Accident and Health, Life-Only & Variable Contracts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-18 |
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